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1. Accessing the Reports Module
Click the "Reports" module to access reporting options within Peoplebox
2. Access Reviews Reports
Under the Reports section, click on the "Reviews" tab to view all reports related to performance reviews. Here, you’ll find several pre-built reports that provide insights into your review cycles
3. Creating a Custom Report
If you want to create a customized report instead of using the existing ones, click on the "Create Report" button. This option allows you to build a report based on your specific requirements and preferred data fields
4. Selecting a Report Type
As an example, click on Review Cycle Results Report. This report gives a detailed overview of the selected review cycle, including participant details, ratings, and feedback summaries
5. Selecting a Review Cycle
Click on the Review Cycle dropdown option and select the specific review cycle for which you want to generate the report
6. Adding Filters
Click on the Add Filter option to refine your report. You can filter data by Manager, Department, Reviewer Type, Reviewee, and several other parameters. If you’re not satisfied with the filters applied, you can easily remove them by clicking Clear Filter
7. Downloading the Report
Once you are satisfied with the selected filters and data view, click on the three vertical dots at the top-right corner of the report
8. Exporting the Report
After clicking the three dots, select the "Download Report" option. The system will automatically generate and send the report to the email ID associated with your account. You can then access the downloaded report from your inbox
